Get Started with Subscriptions in Dashboard

With Square Subscriptions on Square Dashboard, keep track of your subscription plans and subscribers from anywhere you're selling subscriptions, create and manage plans, and add new customers to subscriptions all in one place.

Create a Plan

1. From your online Square Dashboard, go to Payments > Subscriptions > Plans.

2. Click Create a plan to add your plan details.

3. Under Plan Details, choose a Plan name (only visible to you). Click Assign Items and select the relevant products. You can assign existing catalog items to the plan you create by selecting the items  you wish to make available for subscription. Learn more aboutcreating new items.

4. Choose which frequencies (monthly, weekly, etc.) should be available for this plan by clicking Add frequency option and selecting the frequency.

5. Set an endpoint for your plan (e.g. after a certain number of billing cycles), or set it to Never if you want your plan to be continuous.

6. Toggle on if a discount is available with this frequency and assign a percentage or specific amount discount (e.g. for a “subscribe and save” type of subscription plan).

7. If you want to allow customers to pause subscriptions, toggle on Pause subscriptions and set a pause duration limit (e.g. By billing cycle). Note: You can repeat these steps if you wish to add another frequency.

8. Click Add when you're done.

Your new plan will now show up under Plans in the Subscriptions section of Square Dashboard, which you can use in numerous ways. You'll also be able to attach your new subscription plan to site items in Square Online. Learn more about setting up item subscriptions in Square Online.

Duplicate or Deactivate a Plan

From your Plans page, you can duplicate a subscription plan or turn off any plans. You can also share the checkout link with your customers to make it even easier for them to subscribe.

Note: You can only duplicate or deactivate a plan from your Square Dashboard.

Create a Subscription

You can add an existing customer to a subscription plan or create a new customer to add to the plan. To create a subscription:

1. From your online Square Dashboard, go to Payments > Subscriptions > Create a subscription.

2. In the Customer field, select an existing customer from your Customer Directoryor enter a customer name:

   • If you add an existing customer, subscriber details will automatically load.

   • If you create a new customer, enter their email address or phone number in the Subscriber details. Note: You can add a “Note” (visible only to you) for the subscriber.

3. Select the location and the start date for your subscription.

4. Select a plan from the drop-down menu. If there are multiple frequencies available for the plan, select one from the Frequency drop-down menu. Note: You can click View plan details to see a summary of the subscription set-up options for the selected plan.

5. To add items to this subscription, click Add an item and select an existing item from the catalog.

6. To add a discount, click Add Discount and choose an existing discount, or create a new one. If you create a new discount and wish to save it for later use, select Save discount for future transactions. Tap Save when you're done.

7. Choose the fulfillment method. Note: The orders with No Fulfillment option will still appear in Order Manager but will not have shipping details. If you choose the Shipment option, you’ll need to add a shipping address. 

8. If you wish to add a Service Charge (e.g. shipping charge, packing fees, etc.), tap Add Service Charge and choose an existing service charge, or create a new one.

   • To use an existing service charge, select it from the service charge library in your online Square Dashboard. Tap Save when complete.

   • To create a new service charge, give it a name and choose a fixed dollar amount or percentage. You can also save the service charge for future use. Tap Save when complete. Repeat these steps to add each additional service charge.

9. Select the payment method by entering the payment information for new customers, or selecting the payment information of existing customers. 

10. Under Plan details, click Add plan and select the subscription plan where you want to add the customer. If you want to add sales tax to the subscription, click Add sales tax, then Save.

11. Review the subscription details and click Save to begin your customer's subscription.

Note: Your customers can manage their subscriptions, including pausing, resuming, or canceling a subscription, by clicking the Manage Subscription link included in all subscription notification emails.

Manage Subscriptions

Once you create a plan, you can start adding customers to it as subscribers. You can view a current list of all your subscriptions — active, paused, and canceled — from Subscriptions in your Square Dashboard. You can search subscriptions by customer name for quick access.

Note: Your customers can manage their subscriptions, including pausing, resuming, or canceling a subscription, by clicking the Manage Subscription link included in all subscription notification emails.

FAQ

Check out the Square Subscriptions FAQ for details on benefits, features, and more.